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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,445 | $166,131+9.8% | $164,975+10.6% | $145,877+25.1% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.4pp |
| Annual return | 15.34% | 100.37%-85.0pp | 70.12%-54.8pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,329 | $5,276-55.8% | $4,343-46.4% | $4,663-50.0% |
| Participant deferral / active EE | $5,034 | $6,962-27.7% | $6,033-16.6% | $6,691-24.8% |
| Admin fee / account holder | $9,740 | $16,648-41.5% | $12,688-23.2% | $13,402-27.3% |